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Ritholtz Wealth Management’s Thomson Reuters TRI Stock Holding History

Ritholtz Wealth Management’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,806
Closed -$510K – 1272
2025
Q4 		$510K Sell
3,806
-588
-13% -$85.1K 0.01% 711
2025
Q3 		$693K Sell
4,394
-391
-8% -$72.9K 0.01% 585
2025
Q2 		$977K Buy
4,785
+219
+5% +$41.7K 0.02% 460
2025
Q1 		$801K Sell
4,566
-415
-8% -$71.6K 0.02% 459
2024
Q4 		$811K Sell
4,981
-251
-5% -$42.3K 0.02% 426
2024
Q3 		$907K Buy
5,232
+347
+7% +$58.6K 0.03% 397
2024
Q2 		$836K Buy
4,885
+128
+3% +$21.2K 0.03% 393
2024
Q1 		$753K Buy
4,757
+251
+6% +$39.1K 0.03% 431
2023
Q4 		$669K Buy
4,506
+122
+3% +$16.5K 0.03% 418
2023
Q3 		$545K Buy
4,384
+206
+5% +$27.2K 0.02% 436
2023
Q2 		$573K Sell
4,178
-2,576
-38% -$346K 0.03% 403
2023
Q1 		$926K Buy
6,754
+2,121
+46% +$270K 0.05% 280
2022
Q4 		$557K Sell
4,633
-161
-3% -$18.6K 0.03% 344
2022
Q3 		$518K Buy
4,794
+178
+4% +$20.6K 0.03% 392
2022
Q2 		$507K Sell
4,616
-31
-0.7% -$3.28K 0.03% 311
2022
Q1 		$533K Sell
4,647
-16
-0.3% -$1.79K 0.04% 291
2021
Q4 		$588K Sell
4,663
-42
-0.9% -$5.23K 0.04% 264
2021
Q3 		$548K Hold
4,705
– – 0.04% 249
2021
Q2 		$492K Sell
4,705
-4
-0.1% -$401 0.04% 251
2021
Q1 		$435K Sell
4,709
-9
-0.2% -$801 0.04% 231
2020
Q4 		$407K Sell
4,718
-883
-16% -$75.6K 0.04% 201
2020
Q3 		$471K Buy
5,601
+693
+14% +$53.9K 0.05% 148
2020
Q2 		$351K Buy
4,908
+1,673
+52% +$121K 0.05% 152
2020
Q1 		$231K Buy
+3,235
New +$252K 0.04% 131

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

Ritholtz Wealth Management's TRI Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 3,806 shares — an estimated $510K sold.

Ritholtz Wealth Management first reported a position in TRI in Q1 2020 and held it in 24 quarters. The position peaked at $977K in Q2 2025. 471 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Ritholtz Wealth Management reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 3,806 Thomson Reuters shares in Q1 2026, an estimated $510K.
  • Ritholtz Wealth Management first reported a position in Thomson Reuters in Q1 2020 and held it in 24 quarters.
  • Ritholtz Wealth Management's Thomson Reuters position peaked at $977K in Q2 2025.
  • 471 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.